Professional Advisor Speaker Series

The Foundation's Professional Advisor Speaker Series (PASS), curated by our Speaker Series Planning Committee, is offered to professional advisors to help them better address their clients' charitable gift planning needs.

Our network of professional advisors comprises L.A. area professionals working in estate planning, accounting, financial planning, insurance, and law.

If you would like to be added to our network of professional advisors, send us an email with your name, title, company name and address, and a brief message with your request. These events are not open to the general public and we will email all invitations.

  • Online session times are noted below.
  • There is no fee for the sessions.
  • One hour of MCLE and CPE credits may be available for each session.

Click here for a video gallery of past sessions.

2022 Professional Advisor Speaker Series Topics

2

Wednesday, May 25, 12:00 - 1:00 p.m.
Strategies for Cross Border Planning with Accompanying Tax Compliance

Cynthia Brittain (Karlin & Peebles, LLP)

 

 

3

Wednesday, June 8, 12:00 - 1:00 p.m.
Estate Planning for LGBT+ Individuals, Couples, and Families

Paul LaMartina (Jeffer Mangels Butler & Mitchell LLP)

4

Wednesday, September 7, 12:00 - 1:00 p.m.
The Not So Simple Preparation of Gift and GST Tax Returns

Abby Feinman (Katten Muchin Rosenman LLP)

 

 

5

Wednesday, October 19, 12:00 - 1:00 p.m.
So You Thought You Could Dance? Increased Estate Tax Exemptions Does Not Mean You Do Not Have to Worry About Taxes

Allan Cutrow (Mitchell Silberberg & Knupp LLP)

6

Wednesday, November 2, 12:00 - 1:00 p.m.
SLAT Trusts: Yellow Brick Road or Trap for the Unwary?

Daniel Lorenzen (Venable LLP)

7

Wednesday, December 7, 12:00 - 1:00 p.m.
Using Trusts To Structure Divorce Settlements

Nicole Pearl and Katie Gose (McDermott Will & Emery)

 

Past Sessions

1

Wednesday, April 13, 12:00 - 1:00 p.m.
Doing Good Can Have Unintended Consequences – A Road Map Through The Maze of Charitable Gifts That Do Not Always Deliver the Anticipated Result

Paul Frimmer (Loeb & Loeb)

Click here to view the recording of the event.